Page 133 - AugDefComp

Post-migration: automatic

messaging is driven in 2 ways

A unique experience for every employee (will begin about 4-6 weeks post

migration)

Prioritization

If an individual is eligible for an
Empower your future Moments that matter “Empowering your future” message and

Messages delivered on a time schedule based Messages initiated by individual actions
on birthday a “Moments that matter” message, the
“Moments that matter” message takes

priority
Topics Topics

• Do you need help investing? • Welcome to your retirement plan
• Get help with financial wellness • Your retirement savings options
(individual exits the workplace
• Benefits of using personalized organization)
website Consistent messages,
• Welcome to professionally
• Save more managed accounts (if applicable) synchronized where your

• Offer of a personalized financial employees will see them
review (participant opt in)

•Email to preferred email address
This program is a continuous, automated outreach designed to drive engagement with the plan that focuses on key
behaviors: enrolling, participating, saving, investing and account management. Personalized messages are sent to •Direct mail (print)
employees based on identified needs and recommended next steps. Each message is triggered based on behavior, •Message at login
activity or the reaching of a milestone. •Call from Empower

The plan name, logo, phone number and website URL as well as plan features are included in these communications.
Metrics will be provided to help us understand engagement and to inform ongoing messaging.

FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.